IFWM
VWOB icon

Institute for Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Institute for Wealth Management’s Portfolio VWOB Stock Details VWOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-100
Closed -$8K – 676
2019
Q4 		$8K Buy
+100
New +$8.04K ﹤0.01% 617
2018
Q2 		– Sell
-15,796
Closed -$1.22M – 252
2018
Q1 		$1.22M Sell
15,796
-12,015
-43% -$948K 0.36% 93
2017
Q4 		$2.23M Buy
27,811
+13,513
+95% +$1.09M 0.52% 48
2017
Q3 		$1.16M Sell
14,298
-1,678
-11% -$135K 0.38% 86
2017
Q2 		$1.28M Buy
+15,976
New +$1.28M 0.35% 75

Other funds holding VWOB

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
A
AdvicePeriod Los Angeles, California $1.54B AUM 29.32% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $636M AUM 25.81% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return